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Sunbelt Securities’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Sunbelt Securities’s Portfolio FNDA Stock Details FNDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.92K Sell
59
-220
-79% -$7.36K ﹤0.01% 1940
2025
Q4 		$8.8K Buy
+279
New +$8.7K ﹤0.01% 1475

Other funds holding FNDA

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $346M AUM 14.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sunbelt Securities's FNDA Position: Q1 2026 in Review

Sunbelt Securities reduced its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 79% in Q1 2026, selling an estimated $7.36K and leaving 59 shares worth $1.92K. The position accounts for ﹤0.01% of the portfolio, ranked #1940.

Sunbelt Securities first reported a position in FNDA in Q4 2025 and has held it in 2 quarters since. The position peaked at $8.8K in Q4 2025. 470 funds tracked by Wall St. Rank hold FNDA as of Q1 2026.

  • Sunbelt Securities held 59 shares of Schwab Fundamental US Small Company Index ETF worth $1.92K as of Q1 2026.
  • Sunbelt Securities sold 220 Schwab Fundamental US Small Company Index ETF shares in Q1 2026, an estimated $7.36K.
  • Schwab Fundamental US Small Company Index ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1940 holding.
  • Sunbelt Securities first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2025 and has held it in 2 quarters since.
  • Sunbelt Securities's Schwab Fundamental US Small Company Index ETF position peaked at $8.8K in Q4 2025.
  • 470 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.